The Family Wealth Alliance (FWA) connects the multifamily wealth community. We are the only membership organization focused on multifamily wealth firms: multifamily offices, high-end wealth management firms, trust companies, and the family office practices of private banks and law and accounting firms. Since 2003, we have curated a collaborative, peer-led network united by shared values and fueled by a desire to serve clients and the industry at the highest level.
Our membership represents the epicenter of industry thought leadership. We help our members build and foster key relationships through our vast resources, conferences, events, and peer networking opportunities, as well as industry-first research initiatives. Our Alliance Research arm has released more than 30 industry reports and benchmarking studies since our founding, establishing us as the authority on North American multifamily offices.
The Family Wealth Alliance is seeking a highly organized and detail-oriented Research Manager to support the execution of our industry-leading benchmarking studies and custom research engagements. This role will play a critical part in managing workflows across all stages of the research lifecycle—planning, data collection, analysis, insight development, and reporting—ensuring operational excellence and a high-quality experience for participating firms. This is an ideal position for someone who enjoys managing complex information, transforming it into meaningful insights, and owning project management along the way.
Planning and Project Management
Build and manage project timelines, ensuring cross-functional deadlines are met Schedule and coordinate discovery calls with prospective study participants and advisory groupsManage follow-up communication to maintain engagementPrepare documentation for programming and coordinate custom questionnaire buildsManage engagement letter process, including legal edits, internal routing, execution, and documentationProgram questionnaires using complex logic and pipingConduct initial quality assurance (QA) of survey links and materialsData Collection & Fielding
Liaise with external research partners to launch surveys and troubleshoot issuesAssist with participant recruitment through regular outreach and follow-up communicationsEnter and maintain accurate participant data and notes across internal systemsStay on top of broader industry thought leadership; regularly mine secondary data sources, white papers, and other industry resources for ongoing insightsData Processing & Quality Assurance
Perform basic QA and data cleaning on aggregate datasets, including proactive validation via secondary data sourcesConduct initial QA of firm-level responses and follow up with participants as neededProcess member intake and renewal surveys, ensuring clean data for annual reporting and ongoing longitudinal analysisOversee various data and database-related tasks within internal systemsData Analysis & Visualization
Generate charts and visualizations for written reports and PowerPoint presentationsCollaborate with senior staff to draft initial executive summaries, slide decks, and reportsSupport post-event survey analysis and presentation, in coordination with programming teamManage and analyze ad hoc poll resultsDelivery & Follow-Up
Coordinate the delivery of benchmarking reports and executive summariesFollow up with participants to monitor satisfaction and schedule follow-up calls as neededMaintain longitudinal datasets and act as point person for historical participant dataPerform other related duties as assigned.
The role is not available as fully remote. Must live within reasonable commuting distance from the following Charles Schwab campus locations:
Westlake, TXOrlando, FL What you haveRequired Knowledge, Skills, and Abilities
Candidates must have five or more years of relevant experience; a background in quantitative market research is highly desirable. Familiarity with the wealth management and family office industry is a plus but not required.
Analytical skills
Analytical mindset with the ability to interpret complex datasetsA natural curiosity to explore data and uncover new insightsExhibit sound and accurate judgment; trustworthy, discreet, ethical, and respectful of the confidential aspects of research activitiesTechnical aptitude
Strong proficiency in Microsoft Office Suite (Word, Excel, Outlook, PowerPoint) on Windows OS, with particular emphasis on Excel and PowerPointStrong proficiency in survey tools (e.g., SurveyMonkey, Qualtrics)Comfortable learning new technical skills as needed, including but not limited to Customer Relationship Management (CRM) systems and web forms
Project management
Meticulous attention to detail with exceptional follow-throughExperience managing multiple projects simultaneously, ensuring they meet deadlines and quality standardsTake pride in completing tasks on time with quality and reliability
Strong oral and written communication skills
Prompt, polite, and proactive communication via phone, email, and in personProfessional poise in all interactions
Motivated and energetic
Take initiative; seek increased responsibilities and developmental growthCreative and self-directed problem solverAdaptable to evolving business needs; comfortable with changes in routine and processIn addition to the salary range, this role is also eligible for bonus or incentive opportunities.
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At Schwab, we’re committed to empowering our employees’ personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you’ll get the tools you need to make a positive difference in the finance industry.
We offer a competitive benefits package to our full-time employees that takes care of the whole you – both today and in the future:
401(k) with company match and Employee stock purchase plan Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions Paid parental leave and family building benefits Tuition reimbursement Health, dental, and vision insurance Application FAQsSoftware Powered by iCIMS
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